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Captide Mortgage Project

The Captide Mortgage Project simulates a real-world data processing and reporting system for mortgage applications. It covers end-to-end development, including ETL (Extract, Transform, Load) processes, database design, data validation, error handling, and business intelligence reporting.

Project Overview

This project is divided into multiple sprints and stories, with each section addressing specific development tasks:

  • Reading mortgage application data from multiple sources.
  • Validating and inserting data into staging tables.
  • Transforming data for reporting and analytics.
  • Building dashboards and generating analytical reports.

Objectives

  • Develop a robust ETL pipeline.
  • Implement data validation and error handling.
  • Create an optimized data warehouse for analytics.
  • Generate actionable business intelligence dashboards.

Repository Structure

└── README.md                # Project overview and instructions

Project Sprints and Stories
Release 1
Sprint 2
Story 2: Read Input Data

Developed ETL components to read data from Excel, XML, and OLTP sources.
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Story 3: Insert Data into Staging Tables

Inserted mortgage data into staging tables using data flow transformations.
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Sprint 3
Story 4: Error Handling on Data

Implemented conditional splits and error logging for data validation issues.
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Story 5: Load Data into ODS Database

Designed and executed workflows to populate the ODS database.
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Story 6: Load Data into Dimensional Model

Configured a data warehouse and implemented a Type 2 Slowly Changing Dimension.
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Release 2
Sprint 5
Story 7: Create Dashboard - Loans to Date

Built a "Loans to Date" dashboard with various filters and parameters.
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Story 8: Generate Demographic Reports

Created detailed demographic breakdowns for loans by marital status, race, sex, and age.
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Sprint 6
Story 9: Generate Loan Overview Reports

Implemented loan overview metrics, including monthly and quarterly summaries.
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Story 10: Report Functionality

Designed comprehensive dashboard functionality with drill-throughs and sub-reports.
Task URL

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Captide Morgage Project

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